Client Relationship Manager – Institutional Sales
Winged Keel GroupUnited States
Posted October 17, 2025
Full Time
About the Company
Winged Keel Group, established in 1989 as an independent life insurance brokerage firm, specializes in structuring and administering large block life insurance portfolios for sophisticated clients. With over $95 billion of coverage facilitated through various planning strategies, the company is renowned for its commitment to excellence and long-term client success. Winged Keel Group differentiates itself by investing in robust infrastructure to deliver consistent, high-quality services.
Job Description
Winged Keel Group is seeking a highly motivated Life Insurance Sales professional to cultivate relationships with financial advisors. The role focuses on providing expert sales support, understanding life insurance strategies, and increasing brand awareness within a high-net-worth clientele. This position offers a pathway to grow through referral and account growth.
Requirements
- Bachelor’s Degree
- 10+ years of experience in institutional sales and business development
- Understanding of advanced sales concepts (trusts, estate, income tax, charitable planning)
- Understanding of Private Placement Life Insurance (plus)
- Series 6 & 63 Life and Health licenses
- Excellent communication and presentation skills
- Strong problem-solving capabilities
- Ability to travel
Benefits
- Medical
- Dental
- Life
- Disability
- 401(k)
- Flexible Spending Account
